FSM Wealth Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

FSM Wealth Advisors’s Portfolio IJK Stock Details IJK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$229K	Buy	+1,951	New	+$217K	0.02%	316
2025 Q4	–	Sell	-2,424	Closed	-$232K	–	317
2025 Q3	$232K	Hold	2,424	–	–	0.03%	283
2025 Q2	$223K	Buy	+2,424	New	+$208K	0.04%	258

Other funds holding IJK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

FSM Wealth Advisors's IJK Position: Q2 2026 in Review

FSM Wealth Advisors opened a new position in iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2026: 1,951 shares worth $229K. The stake represents 0.02% of the portfolio and ranks #316 among its holdings. This is a return to the name: FSM Wealth Advisors previously reported a position in IJK as recently as Q3 2025.

FSM Wealth Advisors first reported a position in IJK in Q2 2025 and has held it in 3 quarters since. The position peaked at $232K in Q3 2025. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

FSM Wealth Advisors held 1,951 shares of iShares S&P Mid-Cap 400 Growth ETF worth $229K as of Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF was a new FSM Wealth Advisors position in Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of FSM Wealth Advisors's portfolio in Q2 2026, its #316 holding.
FSM Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2025 and has held it in 3 quarters since.
FSM Wealth Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $232K in Q3 2025.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.